See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,086 | $201,272-51.3% | $184,203-46.8% | $145,922-32.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 312.60% | 29.00%+283.6pp | 28.81%+283.8pp | 561.29%-248.7pp |
| Employer contribution / active EE | $1,583 | $7,022-77.5% | $6,427-75.4% | $4,660-66.0% |
| Participant deferral / active EE | $5,833 | $9,806-40.5% | $9,131-36.1% | $6,688-12.8% |
| Admin fee / account holder | $4,398 | $16,364-73.1% | $13,901-68.4% | $13,397-67.2% |